American Bar Association
 
Non-Tax Issues Affecting the Planning and Administration of Estates and Trusts Committee

Non-Tax Issues Affecting the Planning and Administration of Estates and Trusts Committee

Mission

We recognize that there are other issues that surround and influence estates and trusts outside of taxes. The committee reviews, analyzes and suggests solutions related to the non-tax issues of planning and administration. Activities of the committee include sponsoring CLE programs and writing articles with practical information for trust and estate attorneys and commenting on proposed legislation affecting estate and trust administration.

LISTSERV Communication

In order to send a message to the listserve, send the message as an email to the address below. You must be a member of the Committee to use the listserve.

RPTE-NONTAX@mail.americanbar.org

In order to access the listserve archive, please click here. Please note that you will need to create a new password, separate from your regular ABA password, in order to use this archive.


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Programs, Meetings and Events

Committee Events

Family Business Succession Essentials Teleconference

June 12, 2014
Please see the recording below under *Hot Topics*

Join Avi Kestenbaum from Meltzer Lippe as he discusses family succession.

As most estate and financial planning professionals are painfully aware, most family businesses don’t survive the generations and as the studies indicate, this failure has little to do with the tax planning. For those business owners, who are emotionally torn between ensuring that their businesses continue for as long as possible and pacifying their descendants, family business succession planning is incredibly complicated, if not impossible.
While cash, brokerage accounts and often times real estate, can be divided among the descendants and often times maintained with proper trust and management provisions, operating businesses cannot be so easily divided nor continue successfully due to the inherent complexity of their management and operations, as well as fiduciary duties of trustees. Estate planners should become better well versed in the psychology of family dynamics, especially when it involves operating businesses, case studies and books on the reasons that few businesses survive and flourish for several generations, and modern business planning structures to ensure that their clients’ businesses have a better chance of longevity and success through the generations. This candid presentation will focus on critical issues and factors in family business succession planning, a realistic view on current thinking and planning, and potential innovative and new age business models and structures.

 
Section Events

    Planning for Individuals with Chronic Illnesses

    08/21/2018-08/21/2018

    Many clients are affected by chronic illnesses and a large number of those are under 64. This program will hopefully help you identify clients affected by chronic illness, understand more planning opportunities, and advise them and their families accordingly. This program will cover: - Income tax ...

    The Role of In-House Counsel in Promoting Law Firm Diversity

    08/28/2018-08/28/2018

    Gain valuable insight from a panel that comprises senior in house counsel for an automotive manufacturer; general counsel for a residential and commercial real estate company; a shareholder in a major national law firm who helps guide the firms diversity and inclusion initiative; and a senior in-house ...

    The Fundamentals of the Generation-Skipping Transfer Tax

    09/18/2018-09/18/2018

    This program will discuss the basics of the generation-skipping transfer tax. The program will be beneficial for not only new estate planning attorneys, but also experienced estate planners wanting to refresh on the forgotten transfer

Leadership

Co-Chairs:

Bass, Carole
Mejia, Paulina
Tritt, Lee-ford

Vice-Chairs:

Dungey, Marissa
Ounanian, Melineh
Tanouye, Alex

Committee Roster  

Modified by Adam Bielawski on February 15, 2018

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